HC Wainwright Issues Negative Estimate for STOK Earnings

Stoke Therapeutics, Inc. (NASDAQ:STOK) – Stock analysts at HC Wainwright lowered their Q3 2026 earnings per share (EPS) estimates for Stoke Therapeutics in a research note issued to investors on Tuesday, August 4th. HC Wainwright analyst A. Ghosh now anticipates that the company will post earnings per share of ($0.81) for the quarter, down from their prior estimate of ($0.74). The consensus estimate for Stoke Therapeutics’ current full-year earnings is ($3.22) per share. HC Wainwright also issued estimates for Stoke Therapeutics’ Q4 2026 earnings at ($0.81) EPS, FY2026 earnings at ($3.35) EPS, FY2027 earnings at ($2.55) EPS and FY2028 earnings at ($1.78) EPS.

Stoke Therapeutics (NASDAQ:STOK) last announced its quarterly earnings data on Monday, August 3rd. The company reported ($0.93) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.80) by ($0.13). Stoke Therapeutics had a negative net margin of 753.60% and a negative return on equity of 59.36%. The business had revenue of $9.32 million during the quarter, compared to the consensus estimate of $4.89 million.

A number of other research analysts have also recently weighed in on STOK. Guggenheim reiterated a “buy” rating and issued a $60.00 target price on shares of Stoke Therapeutics in a research note on Tuesday. BTIG Research restated a “buy” rating and issued a $39.00 target price on shares of Stoke Therapeutics in a research note on Monday, May 11th. Weiss Ratings downgraded Stoke Therapeutics from a “hold (c)” rating to a “sell (d)” rating in a research note on Monday, May 11th. Canaccord Genuity Group decreased their price objective on Stoke Therapeutics from $60.00 to $58.00 and set a “buy” rating for the company in a report on Tuesday. Finally, Chardan Capital reaffirmed a “buy” rating and set a $35.00 price objective on shares of Stoke Therapeutics in a report on Tuesday. Nine analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $43.00.

Stoke Therapeutics Stock Performance

Shares of NASDAQ:STOK opened at $31.93 on Thursday. The company has a market capitalization of $1.99 billion, a P/E ratio of -9.56 and a beta of 1.20. The company’s 50-day moving average is $30.41 and its 200 day moving average is $32.03. Stoke Therapeutics has a fifty-two week low of $12.75 and a fifty-two week high of $40.22.

Institutional Investors Weigh In On Stoke Therapeutics

Several institutional investors have recently bought and sold shares of STOK. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its stake in Stoke Therapeutics by 5.0% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 24,167 shares of the company’s stock worth $162,000 after purchasing an additional 1,149 shares during the period. Goldman Sachs Group Inc. grew its holdings in shares of Stoke Therapeutics by 21.4% in the first quarter. Goldman Sachs Group Inc. now owns 1,662,039 shares of the company’s stock worth $11,053,000 after purchasing an additional 293,072 shares during the last quarter. Jane Street Group LLC grew its holdings in shares of Stoke Therapeutics by 125.2% in the first quarter. Jane Street Group LLC now owns 26,978 shares of the company’s stock worth $179,000 after purchasing an additional 15,001 shares during the last quarter. JPMorgan Chase & Co. increased its stake in shares of Stoke Therapeutics by 26.6% in the second quarter. JPMorgan Chase & Co. now owns 25,655 shares of the company’s stock worth $291,000 after buying an additional 5,398 shares during the period. Finally, Rhumbline Advisers increased its stake in shares of Stoke Therapeutics by 33.9% in the second quarter. Rhumbline Advisers now owns 66,419 shares of the company’s stock worth $754,000 after buying an additional 16,820 shares during the period.

Insider Buying and Selling at Stoke Therapeutics

In related news, General Counsel Jonathan Allan sold 1,457 shares of Stoke Therapeutics stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $29.95, for a total value of $43,637.15. Following the transaction, the general counsel owned 18,086 shares in the company, valued at $541,675.70. This trade represents a 7.46% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Barry Ticho sold 7,176 shares of the business’s stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $29.04, for a total transaction of $208,391.04. Following the completion of the sale, the insider directly owned 20,422 shares of the company’s stock, valued at $593,054.88. This represents a 26.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 10,428 shares of company stock worth $306,919. 9.60% of the stock is owned by insiders.

Trending Headlines about Stoke Therapeutics

Here are the key news stories impacting Stoke Therapeutics this week:

• Positive Sentiment: Wedbush raised its price target to $40 from $38 and maintained an “outperform” rating. Chardan Capital also reaffirmed its “buy” rating, while Canaccord retained a “buy” rating despite trimming its target to $58 from $60. Wedbush price target increase Chardan buy rating Canaccord outlook
• Positive Sentiment: Stoke outlined plans to submit a rolling NDA for zorevunersen in the first quarter of 2027, potentially supporting a U.S. launch by early 2028. Its approximately $420 million cash balance could help fund development and commercialization preparations. Regulatory and cash update
• Positive Sentiment: Investor commentary highlighted the potential zorevunersen NDA for SCN1A-related Dravet syndrome and continued advancement of STK-002, strengthening the pipeline-driven bull case. Pipeline investment thesis
• Neutral Sentiment: Stoke is scheduled to present at the Canaccord Genuity 46th Annual Growth Conference, giving management an opportunity to provide additional updates on its clinical and regulatory strategy. Conference presentation
• Negative Sentiment: Second-quarter EPS was a loss of $0.93, worse than the $0.80 analyst consensus, though revenue of roughly $9.33 million exceeded expectations. HC Wainwright also lowered its FY2029 and FY2030 EPS estimates, signaling more cautious long-term assumptions. Second-quarter earnings summary
• Negative Sentiment: Insider Barry Ticho sold 7,176 shares valued at approximately $208,000, reducing his direct holdings by 26%. Because the sale occurred under a pre-arranged Rule 10b5-1 plan, its negative signaling value is limited, but it may still weigh modestly on sentiment. SEC insider sale filing

Stoke Therapeutics Company Profile

Stoke Therapeutics, headquartered in Bedford, Massachusetts, is a clinical-stage biopharmaceutical company focused on developing genetic medicines to upregulate protein production for the treatment of rare neuromuscular and neurological disorders. Founded in 2014, the company applies its proprietary Targeted Augmentation of Nuclear Gene Output (TANGO™) platform to design antisense oligonucleotides that selectively modulate RNA splicing and enhance expression of functional proteins.

The company’s lead program, STK-001, is an antisense oligonucleotide therapy designed to increase production of the sodium channel protein SCN1A and is currently in clinical development for Dravet syndrome, a severe childhood-onset epilepsy.